WRPWM
Werba Rubin Papier Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
4,806
+140
| +3% | +$86.5K | 0.56% | 32 |
|
|
2025
Q1 | $2.61M | Buy |
4,666
+1,926
| +70% | +$1.08M | 0.57% | 32 |
|
|
2024
Q4 | $1.61M | Buy |
2,740
+263
| +11% | +$154K | 0.38% | 43 |
|
|
2024
Q3 | $1.42M | Buy |
2,477
+581
| +31% | +$333K | 0.33% | 48 |
|
|
2024
Q2 | $1.03M | Buy |
1,896
+81
| +4% | +$44.1K | 0.28% | 55 |
|
|
2024
Q1 | $952K | Sell |
1,815
-34
| -2% | -$17.8K | 0.28% | 50 |
|
|
2023
Q4 | $882K | Buy |
1,849
+6
| +0.3% | +$2.86K | 0.3% | 40 |
|
|
2023
Q3 | $791K | Hold |
1,843
| – | – | 0.28% | 46 |
|
|
2023
Q2 | $817K | Sell |
1,843
-35
| -2% | -$15.5K | 0.28% | 43 |
|
|
2023
Q1 | $772K | Buy |
1,878
+6
| +0.3% | +$2.47K | 0.3% | 44 |
|
|
2022
Q4 | $719K | Buy |
+1,872
| New | +$719K | 0.3% | 35 |
|